how to create a hot list in salesforce

Log into your Salesforce account. 2. Select the Contacts or Leads tab. 3. Use the View drop-down menu to select a list.

Full Answer

How to create a custom list view in Salesforce Lightning?

Now, let us view the steps required to create a custom list view in Salesforce Lightning. In the top-navigation bar, select the desired objective type for which you want to create a list view. In our example, we select 'Accounts'.

How to create a call list in Salesforce?

The secret to creating call lists in salesforce is to use the Sales Console. The Sales Console is neat because it allows Users to do two things. Easily view a call list of people that need contacting. Open each person (and related information) in multiple tabs on the same screen.

What is the sales console in Salesforce?

The Sales Console is neat because it allows Users to do two things. Easily view a call list of people that need contacting. Open each person (and related information) in multiple tabs on the same screen. Watch this video for a short overview of how the Sales Console is used to create call lists and manage Call Frequency in salesforce.

How do I know if I am in Salesforce lightning or classic?

If you can see the App Launcher icon on top at the left side of the navigation bar, you are in Lightning; otherwise, you are experiencing Salesforce Classic. ‍ You can create a list view in both interfaces to segment the data into a set of contacts, documents, or other records.

Calling List Objects

While a list can be created based on any object, there are four primary options. Or maybe four and a half depending on how you look at (see Person Accounts below). Organizations may vary in how they utilize and define objects like Leads and Accounts. For the purpose of this article, we’ll use the best-practice and industry standard definitions.

List View Features Overview

Every standard and custom object can use List Views. This powerful tool enables the Salesforce Admin and even the user (with proper permissions) to create a list of people. By clicking on the object tab, Salesforce will display the default list view for the object. The “Recently Viewed” and “All” list views are available by default.

Filters

Without any filters, the list view would just contain all of the Leads/Accounts/Contacts for the entire organization (that the user has permission to see). Filters are used to customize the list down. Some filters are ideal for creating calling lists:

List Views – Display As

Even within List Views, we can set up the lists to display multiple ways. Each of these views has pros and cons, but as you’ll see below one option is superior for Calling Lists.

Other List View Benefits

Another benefit of List Views is the real-time dynamic updating of the list. A refresh button on the List View will quickly update the records displayed without having to do a full refresh of the browser webpage.